Community Financial Services Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Community Financial Services Group’s Portfolio ICLN Stock Details ICLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$641K	Sell	31,785 -978	-3%	-$20.3K	0.09%	81
2026 Q1	$598K	Buy	32,763 +795	+2%	+$14.5K	0.11%	71
2025 Q4	$525K	Sell	31,968 -2,418	-7%	-$40.3K	0.1%	72
2025 Q3	$532K	Sell	34,386 -24,948	-42%	-$353K	0.1%	71
2025 Q2	$778K	Sell	59,334 -10,730	-15%	-$132K	0.15%	67
2025 Q1	$800K	Sell	70,064 -8,407	-11%	-$95.9K	0.17%	68
2024 Q4	$893K	Sell	78,471 -4,823	-6%	-$61K	0.18%	69
2024 Q3	$1.22M	Buy	83,294 +3,335	+4%	+$47K	0.25%	70
2024 Q2	$1.07M	Buy	79,959 +19,163	+32%	+$268K	0.23%	74
2024 Q1	$850K	Buy	+60,796	New	+$857K	0.19%	88
2023 Q3	$812K	Buy	+55,538	New	+$932K	0.2%	67
2021 Q4	$430K	Buy	20,315 +6,245	+44%	+$144K	0.11%	83
2021 Q3	$305K	Buy	14,070 +1,484	+12%	+$33.8K	0.08%	90
2021 Q2	$295K	Buy	+12,586	New	+$287K	0.08%	91

Other funds holding ICLN

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Community Financial Services Group's ICLN Position: Q2 2026 in Review

Community Financial Services Group reduced its iShares Global Clean Energy ETF (ICLN) stake by 3% in Q2 2026, selling an estimated $20.3K and leaving 31,785 shares worth $641K. The position accounts for 0.09% of the portfolio, ranked #81.

Community Financial Services Group first reported a position in ICLN in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.22M in Q3 2024. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Community Financial Services Group held 31,785 shares of iShares Global Clean Energy ETF worth $641K as of Q2 2026.
Community Financial Services Group sold 978 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $20.3K.
iShares Global Clean Energy ETF made up 0.09% of Community Financial Services Group's portfolio in Q2 2026, its #81 holding.
Community Financial Services Group first reported a position in iShares Global Clean Energy ETF in Q2 2021 and has held it in 14 quarters since.
Community Financial Services Group's iShares Global Clean Energy ETF position peaked at $1.22M in Q3 2024.
474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.